Tax is one of the most complex and challenging aspects of accounting. Our tax specialist team will protect your earnings and safeguard your assets. Our clients will receive full service solutions for their personal and corporate needs.

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For individuals, business owners, and corporations our advice is practical and proven. We assist clients with income taxes, estate and succession planning, as well as numerous other income tax issues. Our strategies include trusts and alternative structures tailored to our clients’ diverse and complex requirements.

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Letters from the CRA? Late filings? We can help. Our team has negotiated many tax settlements with the Canada Revenue Agency on behalf of our clients. So if you have trouble with CRA or not filed taxes in previous years and need to catch up, call us for expert help.

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We provide services in the following areas:

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• Corporate and personal tax planning

• Identification of opportunities and issues

• Cross border issues

• Transfer pricing

• Mergers, acquisitions and reorganizations

• Strategic estate and succession planning

• Tax compliance

• Corporate, personal, trusts and estates

• Tax consulting

• Harmonized Sales Tax (HST)

From now until 2020, statistics estimate an unprecedented 70% of Canadian business owners will be in a position to retire. Of those surveyed, 50% admit they are unprepared for succession in their companies. Changes and uncertainties can erode business value so it’s critical to get the right advice well in advance of your business sale.

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For those who would like to sell their business or plan their retirement, our services include:

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Business Transition:

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• Business valuations to identify the value of your business

• Strategic planning and strategies to maximize value in your business

• Tax compliance, tax efficiencies, tax planning

• Asset protection techniques including trusts, estate freezes, and tax rollover elections

• Consulting to ensure the correct steps to buy, sell or transition ownership of a business

• Analysis of risk factors, and ways to mitigate risk factors

• Compensation and shareholder agreements

• Timing, costs and common issues that can arise during transition

• Profit sharing plans & pensions for retiring and new owners

Retirement & Estate Planning:

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• Pension planning

• Tax issues for snowbirds and those living in the US or outside of Canada (cross border)

• Estate administration and freezes

• Family trusts

• Advice on selection of wealth manager and diversification of investments